-9.8%
NOW vs ACHR
-56.3%
+46.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +14.7% | -15.1% | -2.6% |
| 7D | -3.0% | +5.7% | -8.7% | -4.0% |
| 30D | -26.0% | -4.9% | -21.1% | -25.8% |
| 3M | -13.1% | -15.1% | +2.0% | -11.6% |
| 6M | +14.5% | -30.7% | +45.2% | +18.9% |
| YTD | -33.4% | -41.0% | +7.5% | -29.9% |
| 1Y | -40.6% | -50.0% | +9.4% | -36.1% |
| 3Y | -16.3% | -17.0% | +0.7% | -25.5% |
| 5Y | -26.3% | -29.4% | +3.1% | -43.6% |
| All | -9.8% | -56.3% | +46.4% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ACHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling